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A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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A training program for new registrants that reinforces core competencies and elevates job readiness.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
As part of our continous efforts to provide a stable and secure learning environment, we are performing system maintenance on Saturday June 20 from 8 a.m. ET to 12 p.m. ET. During this period, you will not have access to your myCSI student account.
This course is not available for sale.
Twenty years into this millennium, we have already witnessed three economic and market crises: the bursting of the technology stock market bubble in 2000, the financial crisis of 2008/09, and the pandemic-led economic and market meltdown of 2020. The impact of these crises, particularly the latter two, has taken the form of drastically lower interest rates (even negative in some cases) coupled with extreme stock market volatility. Yield-hungry and risk-averse investors in each crisis have sought out alternative investment products as a means to diversify their portfolios, preserve their capital, and bridge the return gap. The chosen products include alternative assets such as commodities, private equity, infrastructure, and real estate, and the various types of alternative strategies found in hedge funds.
Alternative strategies are covered in detail in CSI’s “Alternative Strategies: Hedge Funds and Liquid Alternative course”.
This course covers alternative assets, which have been in existence in one form or another for several decades. Once the choice of only wealthy individuals, alternative assets have now moved into the mainstream and are within reach of even the average investor. It looks at the unique features, risks, and benefits of alternative assets and examines the different means by which investors can access these investments.